This webinar will discuss the changes to the Social Security program due to the Bi-Partisan Budget Bill signed November 2, 2015 to CPAs increasing their value to clients. CPAs must understand these changes including effective dates to properly advise clients. At the end of the webinar, CPAs will be able to advise their clients toward maximizing their SS benefits. We will focus on the 3-legged stool approach to maximizing Social Security benefits for married couples.

CPAs in public practice and industry seeking an update on the latest Social Security developments affecting future Social Security recipients

Prerequisite

None

Fees:

Early Bird

Standard

Member

N/A

$79

Non-Member:

N/A

$79

Description:

This webinar will discuss the changes to the Social Security program due to the Bi-Partisan Budget Bill signed November 2, 2015 to CPAs increasing their value to clients. The Budget Bill made significant changes to the Social Security program by phasing out two very powerful strategies, File and Suspend along with Restricted Application. CPAs must understand these changes including effective dates to properly advise clients. At the end of the webinar, CPAs will be able to advise their clients toward maximizing their SS benefits. We will focus on the 3-legged stool approach to maximizing Social Security benefits for married couples.